FIN 420 Week 3 Team Mutual Funds Analysis

Research a mutual fund family such as Vanguard, American Funds, T. Rowe Price, and so forth.

Identify one mutual fund from that family for each of the following categories:

Actively managed common stock fund.

Fixed income fund.

Balanced fund.

International fund.

Fund devoted to retirement investing.

Write a 1050- to 1400-word paper including an evaluation for each mutual fund using attached checklist. Do not submit this checklist with your assignment, but use it as a guide in evaluating the characteristics of each fund.

Include the following in your evaluation:

Analysis of the characteristics of each fund.

Recommendation of the type of investor to which each fund is suited.

Format your paper consistent with APA guidelines. Use a separate section header for each of the mutual funds, and sub-headers for items under each. Points are deducted for not using these headers.

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